Institutional Ownership Conocophillips (COP)
This table provides information about the institutional ownership of Conocophillips (COP). We have compiled data on the 2,575 institutions that hold shares in the stock, with a total of 959 Million shares, which have been reported (via 13F filing form) to have a value of $97.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
Oct 29, 2024 Q3 2024 |
18,400
shares
|
$1.87 Million
0.64% of portfolio
|
Q3 2024
New holding
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 14, 2025 Q4 2024 |
18,248
shares
|
$1.85 Million
0.1% of portfolio
|
Q4 2024
Reduced 31.0%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
18,222
shares
|
$1.85 Million
0.03% of portfolio
|
Q3 2024
Added 4.06%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
18,205
shares
|
$1.85 Million
0.07% of portfolio
|
Q3 2024
Reduced 5.87%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
18,193
shares
|
$1.85 Million
0.0% of portfolio
|
Q3 2024
Added 26.53%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
18,103
shares
|
$1.84 Million
0.08% of portfolio
|
Q3 2022
Added 1.73%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
18,086
shares
|
$1.84 Million
0.36% of portfolio
|
Q1 2023
Reduced 4.81%
|
|
|
Hudson Valley Investment Advisors Inc
|
Jan 08, 2025 Q4 2024 |
18,047
shares
|
$1.83 Million
0.2% of portfolio
|
Q4 2024
Reduced 3.91%
|
|
|
Saturna Capital Corp
Bellingham, WA |
Nov 05, 2024 Q3 2024 |
18,045
shares
|
$1.83 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.06%
|
|
|
Dcm Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
18,042
shares
|
$1.83 Million
0.96% of portfolio
|
Q2 2024
Reduced 13.49%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
17,924
shares
|
$1.82 Million
0.34% of portfolio
|
Q4 2022
Reduced 0.64%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
17,822
shares
|
$1.81 Million
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
17,813
shares
|
$1.81 Million
0.21% of portfolio
|
Q4 2022
Reduced 4.84%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
17,809
shares
|
$1.81 Million
0.08% of portfolio
|
Q4 2024
Reduced 13.97%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Nov 12, 2024 Q3 2024 |
17,758
shares
|
$1.8 Million
0.08% of portfolio
|
Q3 2024
Reduced 2.6%
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
17,752
shares
|
$1.8 Million
0.09% of portfolio
|
Q4 2024
Reduced 4.93%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Nov 04, 2024 Q3 2024 |
17,680
shares
|
$1.79 Million
0.42% of portfolio
|
Q3 2024
Reduced 8.13%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
17,629
shares
|
$1.79 Million
0.04% of portfolio
|
Q4 2024
Added 1.8%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
17,600
shares
|
$1.79 Million
0.08% of portfolio
|
Q3 2024
Reduced 11.33%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
17,521
shares
|
$1.78 Million
0.08% of portfolio
|
Q4 2024
Added 40.83%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
17,436
shares
|
$1.77 Million
0.2% of portfolio
|
Q3 2024
Reduced 36.0%
|
|
|
Strengthening Families & Communities, LLC
|
Jan 29, 2025 Q4 2024 |
17,298
shares
|
$1.76 Million
0.97% of portfolio
|
Q4 2024
Added 5.46%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
17,289
shares
|
$1.75 Million
0.03% of portfolio
|
Q4 2024
Added 23.98%
|
|
|
Pavion Blue Capital, LLC
|
Oct 23, 2024 Q3 2024 |
17,221
shares
|
$1.75 Million
0.86% of portfolio
|
Q1 2024
Reduced 1.37%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Jan 21, 2025 Q4 2024 |
17,133
shares
|
$1.74 Million
0.25% of portfolio
|
Q4 2024
Added 0.29%
|